• The new Event Setup area in the Event Maintenance screen
• The Event Setup Wizard available when booking an event
• Adjustable display settings, such as tab order and visibility
• The new Exhibitor and Booth Module
• The restructured Organization Calendar
• The consolidated Finance area, which includes Invoices, Payments, Income, Expense, Budget and Negotiations
• Enhanced Invoicing options
• Function Table charges
• Merge Fields in the Word Processor
• Unlimited Status Codes
• Audit Logging
• Expanded User Rights

Our Development Team continues to enhance EventPro Planner on a regular basis, including the great new features now available in the latest version, EventPro Planner 2.0.21.383. Review the list below to learn about all the features that will help you save time and work more efficiently. Remember, in order to take advantage of EventPro Planner’s regular updates, you must have a current Upgrade Protection Plan. If your Upgrade Protection Plan has lapsed, please contact your Sales Department for more information.

Our manual is updated regularly with all new and enhanced features, so if you need any help with a new feature, be sure to consult the EventPro Planner User Manual. Remember that we also offer EventPro Planner Training to help you maximize your knowledge of the software. If you want to learn how to work faster and reduce repetition, don’t hesitate to ask our Sales Department about online and onsite EventPro Planner Training. An EventPro Planner refresher course might just be the productivity kick start you need in the New Year!

Communications

Companies & Contacts

Exhibitors

Attendees & Guests

Travel

Reports

Registrations

 

• The option to send a single email to multiple recipients is now available through the mail merge
• System Settings now have ‘Store letter by default’ and ‘Store body/notes by default’ settings for mail merges under the General tab

• Exhibitors can now be created from Attendees, using the Attendee Detail Options

Attendees & Guests

• An Image can be added to an Attendee
• It is now possible to multi-add registrations to Attendees of more than one Type
• You can now specify whether new Guests should copy field information from the Main Attendee

• An ‘Event Overview’ report is now available
• Attendee requirements are now available for use on the ‘Attendee Itinerary’ report

Companies & Contacts

• Companies and contacts marked as ‘Inactive’ are now highlighted in orange on selection grids
• Companies that are marked as ‘Warning’ are now highlighted in purple on selection grids
• System Settings now have a ‘Show all companies/contacts on grid by default’ setting under the Contacts tab

Find & Filter

• ‘Venue’ is now available on the Company Find in the Classification filter
• The ‘Filter’ dialog has been added to financial grids

• System Settings now have a ‘Default pickup phone # position’ setting for Travel under the General tab

• The dates shown on the Registration Detail page will now be displayed in the long date format used on the server
• New Guest Registrations will now default all information from the main registration
• Guest Registration pages will now be skipped if they were marked to be skipped in EventPro Planner